Taking Funds to Market

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/08/26/alpha-hunter-jeff-joseph-on-taking-funds-to-market/ The financial crisis has changed the landscape for any industry wishing to attract and retain investors.  By the end of 2009, most investment managers were- essentially- in survival mode, dealing with dramatic declines in asset prices (across the board) and a wave of redemptions from accounts.  Never ones to be defeated, and supported by…

Continue Reading...

Investing in Media & Entertainment

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/08/20/alpha-hunter-james-clayton-on-investing-in-media-and-entertainment/ “…Over the next five years, global spending on entertainment and media is projected to rise from $1.6 trillion in 2011 to $2.1 trillion in 2016, a 5.7 percent compound annual advance….” (PwC’s Global Entertainment and Media Outlook 2012-2016). This is an astonishing figure, but when you consider the breadth and depth of media, it’s easy…

Continue Reading...

Hunger

In this exclusive series of interviews, we speak to Ertharin Cousin (Executive Director of the United Nations World Food Programme), Prof. Jeffrey Sachs (Director of the Earth Institute at Columbia University) and Carlos Pérez del Castillo (Chair of the Board of the CGIAR Consortium). We look at the true scale and nature of global hunger, exploring issues ranging from poverty to climate change, conflict to politics, economics to education and more. We discuss the realities of hunger in our world and how we can end it.

Continue Reading...

The Greek Opportunity

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/08/15/the-greek-opportunity/ “Of all the economic horror stories produced since the banking crisis…” wrote the Guardian in July 2011, “Greece must be the most frightening. It has easily the worst economy out of all the 16 nations in the eurozone…” Such rhetoric about the Greek economy has been commonplace in the last couple of years with journalists…

Continue Reading...

The Sub Prime Lessson

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/08/05/the-sub-prime-lesson/ It’s difficult to downplay the severity of the sub-prime mortgage crisis. Between June 2007 and the end of summer in 2008- American’s lost over a quarter of their net-worth.  Home equity in the USA  dropped (over the period) by over $4 trillion, with retirement, savings and investment assets losing a further $8 trillion. Financial institutions…

Continue Reading...

Speaker